• 4
    Send recieve emails before creating client an account
    6 months agoopen0
    Ideally I would like to send a welcome email once a prospect becomes a client. As of now if I import my leads I am unable to talk with them inside the system unless they have an account. (Same for existing clients). Example if before I sent you this email... How would you respond if you got an email saying can you login here first to read the email message I want to send you? and you are just a prospect at this point.If i talk with you on another platform... you become a customer...and then I create you an account none, of my previous conversations are transferred over to the crm either.It's seems difficult to communicate with someone unless they have an account even by watching videos on marketing emails it's more of just send out but do not any two way communication.It would be great to send out emails to members that do not currently have an account then we can create an account as needed
  • 2
    Create multiple "From" emails addresses
    7 months agoopen0
    create ability for team/staff members to decide which address that they want to send emails from based on the situation. Use Case: When I interact with a client I want to send emails using myname@mydomain.com... BUT when I send a client an invoice, I would like it to come from billing@mydomain.comAlso, when my team member connects with people, they will use the email theirname@mydomain.com But... if they are answering support tickets I would like them to send from support@mydomain.comIt would be nice to have a drop down where I have the option to choose which "from/sending" email address that I would like to use to fit the situationWould like to see this instead of creating/using up addition team slots and circles for the same user